Take the first step toward reaching your financial goals
Get the information that can help you live a confident retirement.
Attend an Event
Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.
In-Person Educational Workshops
April 24
Retirement Workshop
6:30 pm | Northern Arizona University NAU–North Valley Phoenix, AZ
May 8
Retirement Workshop
6:30 pm | Anthem Civic Building Meeting Room 3
May 15
Retirement Workshop
6:30 pm | Glendale Community College
June 12
Retirement Workshop
6:30 pm | Paradise Valley Community College
June 26
Retirement Workshop
6:30 pm | Rio Salado College Northern
August 28
Retirement Workshop
6:30 pm | Rio Salado College Northern
September 11
Retirement Workshop
6:30 pm | Paradise Valley Community College
October 9
Retirement Workshop
6:30 pm | Paradise Valley Community College
October 23
Retirement Workshop
6:30 pm | Rio Salado College Northern
December 4
Retirement Workshop
6:30 pm | Anthem Civic Building Meeting Room 3
The Power of Zero The Tax Train is Coming
As the U.S. debt spirals out of control, it threatens to disrupt traditional retirement savings alternatives by setting the stage for onerous tax increases in the future.
Ready to begin? Ask WIN!
You may feel overwhelmed with the complexities of your benefits and situation, but the best thing to do is start right here.
